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Re: Record sale and purchase of primary residence, with mortgages
To some extent your accounting in Quicken depends on how you've got things set up in Quicken. It's not clear if you're asking about how to identify and collect information off the clos…1 -
Re: Strange Account
Accounts like these are apparently created by Quicken when information is downloaded and are suppossed to be removed by Quicken after it has served its purposes. Sometimes that doesn't happen, f…1 -
Re: How to transfer investment accounts to a new financial institution
What should work here - make a back up first - is to disconnect the Account from the old financial institution, then edit out the “institution” information on the General tab. With that done go back …1 -
Re: I have 2 separate Chase logins ID's and I used to be able to get all Chase accounts to update now it
Not too long ago Chase quit using the Direct Connect method of downloading into Quicken in favor of Express Web Connect+. EWC+ doesn't involve sending your login ID and Password to Chase, but in…1 -
Re: Investment Account cash issue
That sounds like some sort of data corruption issue if the dates for the report and the date shown in the Holdings view are the same. What leads you to believe the $2,750 figure is cash? I'd gue…1
